BM Analyst Job Description
BM Analyst Duties & Responsibilities
To write an effective BM analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included BM analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
BM Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for BM Analyst
List any licenses or certifications required by the position: CRC
Education for BM Analyst
Typically a job would require a certain level of education.
Employers hiring for the BM analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Accounting, Finance, Business, Economics, Business/Administration, Statistics, MBA, Graduate, Finance/Accounting, Mathematics
Skills for BM Analyst
Desired skills for BM analyst include:
Desired experience for BM analyst includes:
BM Analyst Examples
BM Analyst Job Description
- Reconciliation of Derivative positions, Cash & MTM positions
- Project manage CIB Resolution planning and execution and drive the BAU planning process for CIB
- Collaborate with CIB R&R and Corporate R&R team members to drive project schedules, track milestones, risks, issues and dependencies
- Actively participate in CIB R&R issue resolution and discussions on appendices and plan preparation
- Be the central point of contact to manage information flow between CIB R&R team members, Corporate R&R and CIB Plan Owners
- Manage CIB R&R project plan and scorecard reporting
- Manage CIB plans in Wdesk to ensure completeness and consistency across the plans
- Drive and set agenda for internal and senior management meetings with appropriate status updates and reporting
- Communicate with senior management regarding project progress and recommendations for process improvements and ensure proper escalation when necessary
- Drive and maintain CIB R&R Risk Control Self Assessment (RCSA)
- Working knowledge to project management skills Project Life cycle (PLC), project governance, project control (PCC), best practices
- Individual must possess strong communication and presentation skills – both verbal and written
- Individual must have the ability to multi-task and execute on a variety of deliverables in a timely and accurate manner
- Understanding of Credit Risk Management / basic understanding of Basel I and/or Basel II/III principles
- Knowledge in or desire to learn about a wide range of Wholesale Credit Products (Fixed Income Securities, Repos, Traditional Credit Products)
- Experience in working with MS Excel and Access databases preferred
BM Analyst Job Description
- Liaising with deal teams to capture and recoup expenses incurred while engaged in client business
- Engage on quarter-end related deliverables in partnership with RWA reporting teams
- Drafting review announcement memos and findings reports
- Compile and write business requirements, as needed
- Provide financial support for monthly and quarterly business reviews
- Data Quality activities – project set ups, rejects, uploads
- BAU responsibilities include expense and headcount data validation & reconciliations, updates in reporting system, maintenance of reference data, addressing BMs requests & system queries, vendor liaising
- Provide expertise and governance on the US LCR, NSFR, 5G and Internal JPM Stress Framework
- Stay abreast of changes in the regulatory initiatives in regards of liquidity and provide thought leadership on impact to CIB balance sheet management
- Run impact analysis from regulatory rule changes, proforma impact analysis for various internal JPM Stress assumption proposals
- Assist in RWA forecasting and reporting, liquidity reporting and securitization reporting
- Knowledge of and experience with corporate & CIB’s MIS systems (e.g., Paragon, FDW) is desirable
- Skills should include strong technology acumen such as use of databases, excel
- Bachelor’s degree in Business or Business related field (Finance, Accounting, Economics)
- Supporting the control agenda to include appropriate checks and balances for manual and strategic data models, document procedures and update as required by reporting enhancements
- Assisting with the development and maintenance of an operating model by partnering with business counterparts and resolving issues
BM Analyst Job Description
- Work closely with Front Office, Regional Treasury teams, Liquidity Risk Oversight and others as needed to ensure liquidity stress methodology is reflective of liquidity requirements of the CIB businesses
- Partner with Liquidity Risk Infrastructure (LRI) and Liquidity Controllers to ensure any new liquidity risk methodology gets accurately implemented
- Provide management reporting, communication and client reporting, focusing on the overall business unit performance against objectives
- Monitor operational risk metrics
- Support the management of reception, mail and print, catering and vending services
- The SAP GL Migration Program has various workstreams
- Help to drive strategic agenda and deliverables for M&A leadership and senior F&BM management
- Understand industry trends and competition
- Support CIB Lines-of-Business to provide Business Change Management operational support
- Execution of the end to end process of staff on-boarding and off-boarding, BAU technology requests, not limited to
- Ability to work under pressure during tight deadlines, prioritize multiple tasks, and bring tasks to closure
- Professional communication skills both with the bankers and the researchers
- Ensure projects meet timelines, productivity and efficiency targets
- Excellent MS Excel (pivot tables, v-lookups)
- Public accountant or bachelor degree in Business Administration (with accounting background)
- Two years of experience in Shared Services Center or External Audit Firms
BM Analyst Job Description
- Understand and explain P&L drivers for weekly and monthly commentary
- Ensure a sound control environment with consistent applicability of minimum standards
- Understand new regulations and controls impacting changes to standards (control environment, P&L and Risk processes)
- Work with project teams and technology on system enhancements
- Work with diverse set of stakeholders and data sources in order to put together business cases and on-going reporting
- Aggregate and analyse large data sets
- Track costs and saves against plan and provide variance commentary
- Highlight variances against the original business case and continue refining the cost modelling
- Produce monthly financial reporting, including actionable reporting that supports decision-making by senior management
- Provide financial oversight and governance for contracts, invoices and accruals
- Ability to grasp and manage big picture
- Extensive working knowledge of system management practices
- 5-7 years project management/business analysis experience in Financial Services industry, preferably in a cross-product environment
- Experience with client/financial reporting system is a plus
- College degree in finance, business, or a quantitative field
- Proficient in Essbase, SAPCO, Paragon
BM Analyst Job Description
- Drive forecasting and budgeting
- Manage thorough and proactive flow of information through delivery of regular and ad hoc management reporting on key business metrics
- Lead financial analyses to understand drivers and measure business performance
- Support strategic initiatives by conducting analyses and developing business cases – , new market and product initiatives, pricing, operating model changes
- Enhance business performance measurement and forecasting processes by developing better models, improving current processes and identifying more applicable measurements
- Production of daily P&L, review of breaks between risk management system and PnL aggregator, explain differences to trader predicts, provide Greek based market commentary, obtain trader sign off
- Coordination key business partners across Finance and other areas on projects and issue resolution
- Assist the TS Head in driving and executing the strategic initiatives and financial goals of India
- Support Corporate Banking and cross-LOB initiatives, ranging from business agenda, investments, location strategy to risk & control
- On-going analysis to help drive growth, resourcing and prioritization decisions
- Strong project-management abilities, prioritising skills & ability to work on own initiative
- Accurate budget-management and financial reconciliation
- Ability to multi-task, deliver a high volume of projects simultaneously and to work to strict deadlines
- Candidates will primarily have a proven track-record in financial roadshow-management (minimum of 2 years experience)
- Experience of managing schedules using a web-based scheduling/event management tool – Deal Logic/Deal Axis preferred
- Experience with FACTSET an advantage